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State Street DoubleLine Total Return Tactical ETF

364 hedge funds and large institutions have $2.16B invested in State Street DoubleLine Total Return Tactical ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 133 increasing their positions, 124 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

1.97% more ownership

Funds ownership: 72.79%74.76% (+2%)

1% more funds holding

Funds holding: 359364 (+5)

7% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 124

3% less capital invested

Capital invested by funds: $2.24B → $2.16B (-$75.7M)

Holders
364
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.6%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.43%
New
58
Increased
133
Reduced
124
Closed
45
Calls
$1.99M
Puts
Net Calls
+$1.99M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
226
Merit Financial Group
Georgia
$450K +$454K +9,514 New
GCA
227
Greenwood Capital Associates
South Carolina
$445K -$216K -4,532 -33%
Goldman Sachs
228
Goldman Sachs
New York
$445K +$449K +9,402 New
NB
229
Northwest Bancshares
Pennsylvania
$443K -$151K -3,157 -25%
IFG
230
Investors Financial Group
Minnesota
$430K -$1K -21 -0.2%
BMCM
231
Bryn Mawr Capital Management
Pennsylvania
$422K +$135K +2,824 +46%
MFA
232
Morling Financial Advisors
California
$422K +$426K +8,922 New
TCM
233
Triumph Capital Management
Colorado
$421K +$49.2K +1,031 +13%
EWM
234
EPG Wealth Management
Georgia
$421K +$210K +4,409 +98%
HA
235
Hofer & Associates
California
$420K +$424K +8,880 New
TC
236
Trilogy Capital
California
$408K +$93.1K +1,951 +29%
TFM
237
TFC Financial Management
Massachusetts
$404K
EH
238
Equitable Holdings
New York
$398K +$33.4K +699 +9%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$389K +$393K +8,223 New
FFA
240
Fragasso Financial Advisors
Pennsylvania
$385K -$16.1K -338 -4%
Renaissance Technologies
241
Renaissance Technologies
New York
$383K +$387K +8,100 New
AAS
242
Avantax Advisory Services
Texas
$375K -$24.2K -507 -6%
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$373K -$44.5K -933 -11%
Comerica Bank
244
Comerica Bank
Texas
$369K -$56.9K -1,192 -13%
SPL
245
Smart Portfolios LLC
Washington
$369K -$11.8K -248 -3%
LFA
246
Laraway Financial Advisors
Minnesota
$367K +$370K +7,760 New
RCM
247
Raleigh Capital Management
North Carolina
$358K +$361K +7,572 New
BCA
248
Bay Colony Advisors
Massachusetts
$355K
AWM
249
Aries Wealth Management
Maine
$349K -$16.7K -350 -5%
VR
250
Viridian RIA
Washington
$347K +$350K +7,333 New

TOTL Hedge Fund Activity: Q4 2021 in Review

364 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q4 2021, worth a combined $2.16B — down 3.4% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new TOTL positions and 45 closed out — a net gain of 13 holders — while 133 added to existing stakes and 124 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $16M. The largest seller was Focused Wealth Management, cutting an estimated $48M.

  • 364 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q4 2021, up from 359 in Q3 2021.
  • Funds reported $2.16B of State Street DoubleLine Total Return Tactical ETF stock for Q4 2021, down 3.4% quarter-over-quarter.
  • 58 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q4 2021 and 45 closed out, a net change of +13 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q4 2021 was Citadel Advisors, an estimated $16M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q4 2021 was Focused Wealth Management, an estimated $48M sold.

Based on aggregated 13F filings for Q4 2021.